The product

Expertise on demand, day or night.

TaxCore pairs a fast AI assistant with licensed CPAs on live chat, kept current with the rules your work depends on. Here's what that looks like in practice.

Instant answers

Routine questions, answered in seconds.

Anyone on your team can ask a tax, compliance, or bookkeeping question and get a clear, sourced answer — no waiting on a partner, no digging through the code.

What it handles well

Entity questions, deduction eligibility, filing thresholds, deadline lookups, "how do I treat this" judgement calls, and the everyday questions that pile up across a busy firm.

Human backup

Real CPAs, around the clock.

Behind the assistant is a team of 100+ licensed CPAs, each with five or more years of experience. When a question needs human judgement, or your client work is on the line, a real professional is on live chat — at 2pm or 2am, in season and out.

  • 100+ licensed CPAs with 5+ years' experience — not generalist support agents
  • Available 24/7, including the whole of tax season
  • Review the AI's answers and take over the complex ones
  • A human accountable for the guidance you rely on
Kept current

Guidance that keeps up with the law.

Tax and legal rules shift constantly. Our platform continuously tracks legislative and regulatory changes across federal law and all 50 states, and folds them into the assistant's answers, with sources cited so your team can verify.

Tracked, not stale

Federal and all-50-state changes are monitored as they're enacted, so answers reflect current rules rather than last year's.

Reviewed, not guessed

Complex or high-stakes guidance is reviewed by a licensed CPA before you act on it.

Sourced, not opaque

Answers cite where the rule comes from, so your team can verify and document its reasoning.

How it works

From question to confident answer.

1

Ask anything

Type a tax, compliance, or accounting question into the chat — any hour, from anyone on your team.

2

Get an instant answer

The AI responds in seconds with a clear, sourced answer reflecting current rules.

3

A CPA has your back

For anything nuanced, a licensed CPA reviews or takes over on live chat.

See it on your own questions.

Start a free 14-day trial, or book a walkthrough with our team.